Lighthouse Wealth Management Inc. IUS Holdings History
Lighthouse Wealth Management Inc.'s INVESCO EXC TR SEL Holding Summary
As of 2025-06-30, Lighthouse Wealth Management Inc. held 170,065.00 shares of INVESCO EXC TR SEL(IUS), totaling $8.76 Mil. This investment constitutes 7.58% of their stock portfolio, and Lighthouse Wealth Management Inc. now holds 1.37% of the outstanding INVESCO EXC TR SEL(IUS) stock.
The initial trade took place in 2024Q4. And since then Lighthouse Wealth Management Inc. has made 1 purchases of IUS, at an average price of $50.79, for a total of 172,394.00 shares. In addition, there have been 1 sales at an average price of $48.87 for 2,329.00 shares. Based on historical transaction data and IUS's current price of $51.77, Lighthouse Wealth Management Inc.'s estimated gain on his IUS holdings is $162,675.88, reflecting a 1.86% gain to date.
Lighthouse Wealth Management Inc. IUS ($51.77) Holding Chart
Lighthouse Wealth Management Inc. IUS ($51.77) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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